See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,592 | $58,208-30.3% | $81,812-50.4% | $80,856-49.8% |
| Participation rate | 40.6% | 63.4%-22.8pp | 72.3%-31.8pp | 67.6%-27.1pp |
| Annual return | 14.26% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $594 | $2,340-74.6% | $2,912-79.6% | $2,755-78.4% |
| Participant deferral / active EE | $1,509 | $3,281-54.0% | $4,319-65.1% | $4,296-64.9% |
| Admin fee / account holder | $3,632 | $4,981-27.1% | $7,386-50.8% | $6,918-47.5% |